Paul Vasady-Kovacs
Managing Director, Wealth Management, Financial Advisor
Phone:
(212) 492-6705(212) 492-6705
VK Wealth Management at Morgan Stanley
Direct:
(212) 492-6705(212) 492-6705
Our Mission Statement
VK Wealth Management is focused on organizing and helping simplify the financial lives of affluent clients so they can pursue what is most important to them. The team provides boutique-like wealth management services to a limited number of individuals, families and organizations across the United States.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
55 East 52nd Street 10th
11th Floor
New York, NY 10055
US
Direct:
(212) 492-6705(212) 492-6705
729 SW Federal Highway
Stuart, FL 34994
US
Meet VK Wealth Management
Jay Goldstein
Vice President, Business Development Director
Phone:
(772) 223-3234(772) 223-3234
Christian Martinez
Vice President, Director of Investments
Phone:
(212) 492-6707(212) 492-6707
Dana Shaker
Assistant Vice President, Wealth Management Associate
Phone:
(212) 492-6706(212) 492-6706
Sean Hanigan
Registered Client Service Associate
Phone:
(212) 492-6708(212) 492-6708
About Me
Paul Vasady-Kovacs is a Managing Director, Senior Portfolio Manager, and Financial Advisor at Morgan Stanley.
Paul is focused on helping organize and simplify the financial lives of affluent clients so they can pursue what is most important them. He provides boutique-like services to a limited number of individuals, families and organizations across the United States. Serving the unique needs of multigenerational families is at the heart of his practice. He strives to be a trusted advisor for all things relating to the management of wealth, including asset, investment and liability management, insurance, philanthropy, and financial and estate planning strategies.
Paul is dedicated to the success of his clients and is passionate about his work. A lifelong athlete and team player, Paul brings integrity, experience, leadership, clear communication and strategic thinking to every client relationship.
Paul is focused on helping organize and simplify the financial lives of affluent clients so they can pursue what is most important them. He provides boutique-like services to a limited number of individuals, families and organizations across the United States. Serving the unique needs of multigenerational families is at the heart of his practice. He strives to be a trusted advisor for all things relating to the management of wealth, including asset, investment and liability management, insurance, philanthropy, and financial and estate planning strategies.
Paul is dedicated to the success of his clients and is passionate about his work. A lifelong athlete and team player, Paul brings integrity, experience, leadership, clear communication and strategic thinking to every client relationship.
Securities Agent: NV, DE, NC, AZ, MA, OH, IL, CA, VA, TX, ME, MD, MI, CT, NJ, ID, GA, DC, SC, NY, CO, PA, NH, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1641410
NMLS#: 1641410
About Jay Goldstein
Jay Goldstein is a Vice President and Director of Business Development at Morgan Stanley.
Jay was a partner in and practiced sophisticated Estate and Gift Tax planning and Estate and Trust administrations at a highly regarded law firm for over 25 years before he joined VK Wealth Management in 2019. He focused his practice on providing sophisticated Estate and Gift Tax planning for the tax efficient transfer of wealth, Trust services, retirement planning, implementation of philanthropic goals, and effective asset preservation strategies, which include ultra high net worth clients.
Jay has been active in his local community for many years. He is a former Board Member of Jewish Senior Services in Bridgeport, Connecticut; a former Trustee of the Montessori School; a former member of the New York Tax Study Group, Inc.; Connecticut Estate Tax Planning Council; Fairfield County and Lower Fairfield County Estate Tax Planning Councils; Connecticut, New York, Massachusetts and American Bar Associations; a former Director of Computers for Kids, Inc.; former chair of the Program Allocation Review Committee of the United Way; and the Jewish Federation Leadership Committee.
Jay holds the professional designation of Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
Jay earned his Bachelor of Science Degree in Pre-Law from Northeastern University. He also earned his Juris Doctorate Degree at the New England School of Law and his Master of Laws Degree in Taxation at Boston University. Jay and his wife live in Hobe Sound, Florida.
Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Jay was a partner in and practiced sophisticated Estate and Gift Tax planning and Estate and Trust administrations at a highly regarded law firm for over 25 years before he joined VK Wealth Management in 2019. He focused his practice on providing sophisticated Estate and Gift Tax planning for the tax efficient transfer of wealth, Trust services, retirement planning, implementation of philanthropic goals, and effective asset preservation strategies, which include ultra high net worth clients.
Jay has been active in his local community for many years. He is a former Board Member of Jewish Senior Services in Bridgeport, Connecticut; a former Trustee of the Montessori School; a former member of the New York Tax Study Group, Inc.; Connecticut Estate Tax Planning Council; Fairfield County and Lower Fairfield County Estate Tax Planning Councils; Connecticut, New York, Massachusetts and American Bar Associations; a former Director of Computers for Kids, Inc.; former chair of the Program Allocation Review Committee of the United Way; and the Jewish Federation Leadership Committee.
Jay holds the professional designation of Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
Jay earned his Bachelor of Science Degree in Pre-Law from Northeastern University. He also earned his Juris Doctorate Degree at the New England School of Law and his Master of Laws Degree in Taxation at Boston University. Jay and his wife live in Hobe Sound, Florida.
Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
About Christian Martinez
Christian Martinez is a Vice President and Director of Investments at Morgan Stanley.
Christian has been with VK Wealth Management since 2005. He is responsible for supporting the team’s overall wealth management strategy by working closely with clients on investment and financial planning related items. He assists Paul to oversee client portfolios and investments. He offers expertise in a wide range of investment product areas and lending services.
Christian earned a Bachelor of Arts degree in International Relations from Brown University while being a four-year starter on the Brown Men’s soccer team.
Christian and his wife live in Jersey City, New Jersey, with their young daughter.
Christian has been with VK Wealth Management since 2005. He is responsible for supporting the team’s overall wealth management strategy by working closely with clients on investment and financial planning related items. He assists Paul to oversee client portfolios and investments. He offers expertise in a wide range of investment product areas and lending services.
Christian earned a Bachelor of Arts degree in International Relations from Brown University while being a four-year starter on the Brown Men’s soccer team.
Christian and his wife live in Jersey City, New Jersey, with their young daughter.
About Dana Shaker
Dana Shaker is a Wealth Management Associate at Morgan Stanley.
Dana has been with VK Wealth Management since 2015. She is responsible for managing all aspects of the client experience and serves as the day-to-day point of contact for all clients. She provides clients with highly personalized service to ensure every interaction with the team is a positive one.
Dana earned her Bachelor of Arts, cum laude, from Trinity College. She remains an active alumna of both Trinity College and The Loomis Chaffee School. Dana currently resides in Brooklyn, New York.
Dana has been with VK Wealth Management since 2015. She is responsible for managing all aspects of the client experience and serves as the day-to-day point of contact for all clients. She provides clients with highly personalized service to ensure every interaction with the team is a positive one.
Dana earned her Bachelor of Arts, cum laude, from Trinity College. She remains an active alumna of both Trinity College and The Loomis Chaffee School. Dana currently resides in Brooklyn, New York.
About Sean Hanigan
Sean Hanigan is a Registered Client Service Associate at Morgan Stanley.
Sean has been with VK Wealth Management since 2021.
Before that, he worked within the Retirement & Personal Wealth Solutions group at Bank of America since joining the firm in 2018. Sean provides dedicated operational support to his team and is a frequent point of contact for clients.
Sean earned his bachelor’s degree in Finance from Penn State University and currently resides in Hoboken, New Jersey.
Sean has been with VK Wealth Management since 2021.
Before that, he worked within the Retirement & Personal Wealth Solutions group at Bank of America since joining the firm in 2018. Sean provides dedicated operational support to his team and is a frequent point of contact for clients.
Sean earned his bachelor’s degree in Finance from Penn State University and currently resides in Hoboken, New Jersey.
Contact Paul Vasady-Kovacs
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact VK Wealth Management today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
